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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,721 | $223,823-69.7% | $211,142-67.9% | $154,746-56.2% |
| Participation rate | 83.3% | 87.9%-4.5pp | 87.3%-4.0pp | 80.7%+2.6pp |
| Annual return | 18.05% | 50.39%-32.3pp | 46.84%-28.8pp | 172.34%-154.3pp |
| Employer contribution / active EE | $1,574 | $6,787-76.8% | $6,442-75.6% | $4,379-64.1% |
| Participant deferral / active EE | $2,722 | $9,750-72.1% | $9,284-70.7% | $6,730-59.5% |
| Admin fee / account holder | $1,314 | $19,707-93.3% | $19,076-93.1% | $14,365-90.9% |